PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,626
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.7M
4
LYFT icon
Lyft
LYFT
+$6.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.18M

Top Sells

1
+$2.83M
2
+$2.54M
3
+$2.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.12M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.39M

Sector Composition

1 Technology 12.27%
2 Financials 6.05%
3 Healthcare 5.69%
4 Communication Services 4.23%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$21K ﹤0.01%
508
-1,142
1327
$21K ﹤0.01%
362
-393
1328
$21K ﹤0.01%
423
-52
1329
$21K ﹤0.01%
1,056
1330
$21K ﹤0.01%
+1,278
1331
$21K ﹤0.01%
223
1332
$21K ﹤0.01%
170
+9
1333
$21K ﹤0.01%
+1,103
1334
$21K ﹤0.01%
+615
1335
$21K ﹤0.01%
1,960
+1,259
1336
$20K ﹤0.01%
978
+825
1337
$20K ﹤0.01%
235
+168
1338
$20K ﹤0.01%
232
+33
1339
$20K ﹤0.01%
204
+62
1340
$20K ﹤0.01%
1,000
1341
$20K ﹤0.01%
1,951
1342
$20K ﹤0.01%
685
+621
1343
$20K ﹤0.01%
3,254
+254
1344
$20K ﹤0.01%
650
1345
$20K ﹤0.01%
256
1346
$20K ﹤0.01%
909
+420
1347
$20K ﹤0.01%
+927
1348
$20K ﹤0.01%
416
-93
1349
$20K ﹤0.01%
710
+500
1350
$20K ﹤0.01%
374
-51
52 53
54
55 56